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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,092 | $90,397+90.4% | $76,002+126.4% | $145,959+17.9% |
| Participation rate | 52.9% | 74.5%-21.6pp | 69.1%-16.1pp | 80.3%-27.3pp |
| Annual return | 15.62% | 621.97%-606.4pp | 360.07%-344.4pp | 561.95%-546.3pp |
| Employer contribution / active EE | $424 | $3,317-87.2% | $2,688-84.2% | $4,661-90.9% |
| Participant deferral / active EE | $2,632 | $5,163-49.0% | $4,257-38.2% | $6,689-60.6% |
| Admin fee / account holder | $5,711 | $8,369-31.8% | $6,414-11.0% | $13,398-57.4% |